| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,246,727 | 328,992,000 | 12.31% | ||
| 2 | FMR LLC | 3,221,190 | 326,403,000 | 12.21% | ||
| 3 | Windhaven Investment Management, Inc. | 2,852,931 | 289,088,000 | 10.82% | ||
| 4 | UBS Group AG | 1,714,265 | 173,706,000 | 6.50% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 1,106,005 | 112,072,000 | 4.19% | ||
| 6 | WELLS FARGO & COMPANY/MN | 976,951 | 98,995,000 | 3.70% | ||
| 7 | ENVESTNET ASSET MANAGEMENT INC | 709,903 | 71,933,000 | 2.69% | ||
| 8 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 640,006 | 64,852,000 | 2.43% | ||
| 9 | Pinnacle Advisory Group, Inc. | 621,452 | 62,972,000 | 2.36% | ||
| 10 | FIDUCIARY TRUST CO | 440,406 | 44,626,000 | 1.67% | ||
| 11 | STIFEL FINANCIAL CORP | 392,038 | 39,737,000 | 1.49% | ||
| 12 | ROYAL BANK OF CANADA | 384,423 | 38,955,000 | 1.46% | ||
| 13 | TD Capital Management LLC | 352,996 | 35,769,000 | 1.34% | ||
| 14 | Raymond James Financial Services Advisors, Inc. | 343,570 | 34,814,000 | 1.30% | ||
| 15 | CITIGROUP INC | 340,436 | 34,496,000 | 1.29% | ||
| 16 | Stadion Money Management, LLC | 330,773 | 33,517,000 | 1.25% | ||
| 17 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 329,000 | 33,338,000 | 1.25% | ||
| 18 | EVERGREEN CAPITAL MANAGEMENT LLC | 326,611 | 33,095,000 | 1.24% | ||
| 19 | WHITTIER TRUST CO | 303,828 | 30,787,000 | 1.15% | ||
| 20 | LPL Financial LLC | 303,448 | 30,742,000 | 1.15% | ||
| 21 | Orion Porfolio Solutions, LLC | 302,656 | 30,668,000 | 1.15% | ||
| 22 | RAYMOND JAMES & ASSOCIATES | 277,030 | 28,072,000 | 1.05% | ||
| 23 | Steinberg Global Asset Management | 239,428 | 24,261,000 | 0.91% | ||
| 24 | WP ADVISORS, LLC | 222,546 | 22,551,000 | 0.84% | ||
| 25 | Cornerstone Advisors, Inc. | 196,132 | 19,874,000 | 0.74% | ||
| 26 | Shamrock Asset Management LLC | 183,089 | 18,552,000 | 0.69% | ||
| 27 | JOHNSON INVESTMENT COUNSEL INC | 181,399 | 18,381,000 | 0.69% | ||
| 28 | HOWLAND CAPITAL MANAGEMENT LLC | 167,810 | 17,004,000 | 0.64% | ||
| 29 | SEI INVESTMENTS CO | 165,513 | 16,772,000 | 0.63% | ||
| 30 | BRINKER CAPITAL INC | 156,950 | 15,925,000 | 0.60% | ||
| 31 | Main Management LLC | 153,875 | 15,592,000 | 0.58% | ||
| 32 | COMPASS FINANCIAL GROUP, INC. | 140,024 | 14,189,000 | 0.53% | ||
| 33 | Portfolio Strategies Inc | 135,670 | 13,747,000 | 0.51% | ||
| 34 | Transamerica Financial Advisors, LLC | 131,859 | 13,362,000 | 0.50% | ||
| 35 | Peak Asset Management, LLC | 124,598 | 12,626,000 | 0.47% | ||
| 36 | Chevy Chase Trust Holdings, LLC | 121,535 | 12,315,000 | 0.46% | ||
| 37 | Creative Planning | 111,589 | 11,307,000 | 0.42% | ||
| 38 | HighTower Advisors, LLC | 110,761 | 11,216,000 | 0.42% | ||
| 39 | Richard Bernstein Advisors LLC | 108,947 | 11,040,000 | 0.41% | ||
| 40 | Smithfield Trust Co | 108,339 | 10,978,000 | 0.41% | ||
| 41 | Commonwealth Equity Services, Inc | 95,940 | 9,722,000 | 0.36% | ||
| 42 | FRG FAMILY WEALTH ADVISORS LLC | 94,590 | 9,585,000 | 0.36% | ||
| 43 | REILLY FINANCIAL ADVISORS, LLC | 89,558 | 9,075,000 | 0.34% | ||
| 44 | WealthTrust Fairport, LLC | 88,847 | 9,003,000 | 0.34% | ||
| 45 | Brookstone Capital Management | 78,243 | 7,928,000 | 0.30% | ||
| 46 | EVERMAY WEALTH MANAGEMENT LLC | 76,358 | 7,737,000 | 0.29% | ||
| 47 | GOLDMAN SACHS GROUP INC | 76,103 | 7,712,000 | 0.29% | ||
| 48 | PARSONS CAPITAL MANAGEMENT INC/RI | 72,664 | 7,363,000 | 0.28% | ||
| 49 | Lowe Wealth Advisors, LLC | 71,736 | 7,269,000 | 0.27% | ||
| 50 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 66,192 | 6,707,000 | 0.25% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
